Brian Brubaker is a CFP-designated registered investment advisor, based in Englewood, CO, with 6 years of industry experience.
Location
116 Iverness Dr East, Suite 430, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian works as support staff for advisors at Exit and Retirement Strategies, Inc and as an advisor at Kestra Advisory Services, LLC, dedicating nearly full-time hours to these roles. Brian also serves as a co-personal representative for his aunt's estate, requiring minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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